NEW CLIENTS DOCUMENT UPLOAD
New Clients Who Are Uploading Documents For The First Time With Us
PLEASE NOTE: All of your tax documents should be included in ONE SINGLE PDF DOCUMENT prior to uploading below. Any additional documents or PDFs must be uploaded via the Supplemental Documentation page.
PLEASE NOTE WHEN UPLOADING:
The uploaded file should be named as the year that is being filed, followed by the first four of your last name and then the last four of your Social Security Number.